CoverProfile

Stephanie Byrd

Director

View Capital Advisors LLC

United States, Texas, Plano

About Me

With a commitment to helping people build and maintain a profitable future for their families, Stephanie Byrd takes a more personal approach than most. As a Director and Client Advisor, she advises and manages numerous client relationships, helping everyone from individuals to multi-generational families manage their personal finances. All along the way, she takes an active role in helping her clients understand and manage their day-to-day financial matters. Prior to joining View Capital Advisors, Stephanie worked for 12 years with Arthur Andersen, LLP, and KPMG, LLP, advising corporate executives and high-net-worth individuals and families with investments and financial planning. She has a
View more

Profile Information

Director

View Capital Advisors LLC

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Plano

Texas

United States

May 16, 2024

More profiles to browse

Profile Photo
Jeff Rupp
Managing Director
Profile Photo
Craig Brubaker
Managing Director, Attorney and CPA
Profile Photo
Matthew Anthony
Investment Analyst
KS
Ken Shoji
Chief Investment Officer

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
PM
Prtima MISHRA1
Software Engineer
PA TEST